RAFFA WEALTH MANAGEMENT, LLC

CIK

1631073

Location

WASHINGTON, DC

Portfolio Value

Micro $30,045,765

Diversification

Diversified

Filing Date

Global Rank

#2,216 / 2,719 ▲ 5354

Top Industry

Consumer Electronics 15.7%

3Y Alpha vs SPY

-12.8%

Period ended 28 days ago

Filed Jul 27, 2026 · 1d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+18.8%

SPY

+67.5%

Annualised alpha

-12.9%

Max drawdown

−35.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,413 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.0%

−0.4 pts

Top 5

44.9%

+0.0 pts

Top 10

54.7%

−1.1 pts

HHI

592

Diversified−3

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.2%	$9,659,874	237
Unclassified	21.4%	$6,424,639	6
Financial Services	15.7%	$4,720,494	236
Healthcare	8.5%	$2,559,562	144
Consumer Cyclical	6.0%	$1,816,269	182
Industrials	4.9%	$1,459,138	211
Communication Services	3.8%	$1,156,233	61
Consumer Defensive	3.0%	$900,122	74
Energy	1.4%	$420,392	75
Basic Materials	1.3%	$381,572	77
Utilities	1.0%	$291,410	51
Real Estate	0.9%	$256,060	59

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WIT	Wipro Ltd	+1,653	2,784	$6,264
AAPL	Apple Inc.	+1,181	12,732	$3,684,131
LPL	LG Display Co., Ltd.	+1,058	2,272	$8,838
WBTN	WEBTOON Entertainment Inc.	+823	873	$9,969
KEP	Korea Electric Power Corp	+529	744	$9,002
CPNG	Coupang, Inc.	+508	894	$15,528
NVDA	Nvidia Corp	+435	11,151	$2,231,203
CTSH	Cognizant Technology Solutions Corp	+298	380	$14,717
ABEV	Ambev S.A.	+285	778	$2,442
SMFG	Sumitomo Mitsui Financial Group, Inc.	+284	785	$18,510
RDY	Dr Reddys Laboratories Ltd	+279	683	$9,896
HDB	Hdfc Bank Ltd	+239	611	$15,782
ASX	ASE Technology Holding Co., Ltd.	+229	337	$15,205
YELP	Yelp Inc	+207	239	$5,860
KLAC	Kla Corp	+202	226	$68,186
CARG	CarGurus, Inc.	+200	225	$7,670
LYG	Lloyds Banking Group plc	+196	2,537	$14,790
BAM	Brookfield Asset Management Ltd.	+170	235	$10,539
WF	Woori Financial Group Inc.	+167	300	$17,220
MTCH	Match Group, Inc.	+164	169	$6,430
INFY	Infosys Ltd	+164	726	$7,615
SHG	Shinhan Financial Group Co Ltd	+161	277	$17,520
FTNT	Fortinet, Inc.	+158	256	$39,326
STLA	Stellantis N.V.	+156	410	$2,353
VIK	Viking Holdings Ltd	+137	146	$15,281
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EPM	Evolution Petroleum Corp	−1,086	1,350	$4,968
CSCO	Cisco Systems, Inc.	−476	667	$78,345
AMZN	Amazon Com Inc	−433	2,258	$538,171
MSFT	Microsoft Corp	−392	1,907	$711,349
HPQ	Hp Inc	−339	170	$3,729
NEE	Nextera Energy Inc	−318	113	$9,918
GOOGL	Alphabet Inc.	−303	1,112	$397,395
KMI	Kinder Morgan, Inc.	−284	15	$479
F	Ford Motor Co	−241	624	$8,673
HPE	Hewlett Packard Enterprise Co	−228	288	$12,991
INTC	Intel Corp	−206	545	$76,098
UMC	United Microelectronics Corp	−189	421	$11,455
VZ	Verizon Communications Inc	−177	1,032	$43,694
PLTR	Palantir Technologies Inc.	−165	149	$17,383
CMCSA	Comcast Corp	−143	1,092	$26,808
DOW	Dow Inc.	−134	39	$1,067
T	At&T Inc.	−132	837	$17,325
SBUX	Starbucks Corp	−115	123	$12,569
GIS	General Mills Inc	−113	170	$5,916
WMT	Walmart Inc.	−100	2,304	$260,951
DIS	Walt Disney Co	−98	929	$89,416
DOC	Healthpeak Properties, Inc.	−93	47	$1,005
FITB	Fifth Third Bancorp	−88	158	$8,906
DAL	Delta Air Lines, Inc.	−85	118	$11,051
USB	US Bancorp De	−81	237	$14,314
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CBZ	CBIZ, Inc.	1,180	$37,854
GLD	Spdr Gold Trust	62	$22,839
SPCX	Space Exploration Technologies Corp	71	$12,131
RVMD	Revolution Medicines, Inc.	46	$8,614
RDVT	Red Violet, Inc.	132	$8,411
AIP	Arteris, Inc.	140	$6,802
DGII	Digi International Inc	88	$6,595
RUM	RUM Group Inc.	976	$6,187
TBLA	Taboola.com Ltd.	1,135	$5,675
WEYS	Weyco Group Inc	140	$5,506
III	Information Services Group Inc.	1,008	$4,142
ATEN	A10 Networks, Inc.	109	$4,072
NXDR	Nextdoor Holdings, Inc.	1,616	$3,668
MAX	MediaAlpha, Inc.	290	$3,645
CRWV	CoreWeave, Inc.	36	$3,583
MTSI	MACOM Technology Solutions Holdings, Inc.	9	$3,423
UI	Ubiquiti Inc.	6	$3,204
NLOP	Net Lease Office Properties	282	$3,138
EVER	EverQuote, Inc.	129	$3,068
MITK	Mitek Systems Inc	142	$2,858
CXDO	Crexendo, Inc.	332	$2,480
ADEA	Adeia Inc.	75	$2,469
APLD	Applied Digital Corp.	65	$2,424
EQNR	Equinor ASA	73	$2,292
GOLD	Gold.com, Inc.	53	$2,205
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TEI	Templeton Emerging Markets Income Fund	3,370	$20,253
PROP	Prairie Operating Co.	2,685	$5,450
LAMR	Lamar Advertising Co/New	32	$4,053
VVX	V2X, Inc.	44	$3,014
HOLX	HOLOGIC INC	30	$2,267
CNXN	Pc Connection Inc	38	$2,221
FIG	Figma, Inc.	82	$1,733
CTRA	Coterra Energy Inc.	48	$1,686
GLPI	Gaming & Leisure Properties, Inc.	35	$1,552
CELH	Celsius Holdings, Inc.	43	$1,525
DK	Delek US Holdings, Inc.	29	$1,307
IBCP	Independent Bank Corp /Mi/	39	$1,298
FDS	Factset Research Systems Inc	5	$1,084
AGIO	Agios Pharmaceuticals, Inc.	32	$1,082
DPZ	Dominos Pizza Inc	3	$1,076
NIC	Nicolet Bankshares Inc	7	$1,040
CCK	Crown Holdings, Inc.	10	$1,002
NSIT	Insight Enterprises Inc	13	$871
DHIL	DIAMOND HILL INVESTMENT GROUP INC	5	$860
SEE	SEALED AIR CORP/DE	20	$841
ALG	Alamo Group Inc	5	$824
SFL	SFL Corp Ltd.	76	$820
FC	Franklin Covey Co	47	$742
RARE	Ultragenyx Pharmaceutical Inc.	21	$439
AMR	Alpha Metallurgical Resources, Inc.	2	$410
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,413 positions · $30,045,765 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,413 positions by value · page 1 of 29

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	7,227	+4	$5,396,906	+14.9%	17.96%
AAPL	Apple Inc. Technology	Added	12,732	+1,181	$3,684,131	+25.7%	12.26%
NVDA	Nvidia Corp Technology	Added	11,151	+435	$2,231,203	+19.4%	7.43%
EGBN	Eagle Bancorp Inc Financial Services	Held	43,105	0	$1,223,750	+14.2%	4.07%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,899	+1	$950,240	+4.5%	3.16%
QQQ	Invesco Qqq Trust, Series 1	Added	1,077	+1	$793,102	+27.7%	2.64%
MSFT	Microsoft Corp Technology	Reduced	1,907	-392	$711,349	−16.4%	2.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,258	-433	$538,171	−4.0%	1.79%
LLY	ELI LILLY & Co Healthcare	Added	420	+17	$503,760	+35.9%	1.68%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,236	+35	$404,579	+14.5%	1.35%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,112	-303	$397,395	−2.3%	1.32%
JNJ	Johnson & Johnson Healthcare	Added	1,440	+111	$365,716	+12.6%	1.22%
ABBV	AbbVie Inc. Healthcare	Added	1,432	+4	$360,348	+16.0%	1.20%
V	Visa Inc. Financial Services	Added	914	+114	$313,584	+29.7%	1.04%
LOW	Lowes Companies Inc Consumer Cyclical	Held	1,379	0	$304,055	−6.7%	1.01%
AVGO	Broadcom Inc. Technology	Added	725	+27	$273,868	+26.8%	0.91%
META	Meta Platforms, Inc. Communication Services	Added	482	+71	$271,505	+15.5%	0.90%
MU	Micron Technology Inc Technology	Added	227	+12	$262,023	+260.7%	0.87%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,304	-100	$260,951	−12.7%	0.87%
GS	Goldman Sachs Group Inc Financial Services	Added	229	+2	$231,603	+20.6%	0.77%
TSLA	Tesla, Inc. Consumer Cyclical	Added	524	+63	$220,394	+28.6%	0.73%
MRK	Merck & Co., Inc. Healthcare	Reduced	1,691	-16	$217,293	+5.8%	0.72%
AMGN	Amgen Inc Healthcare	Added	553	+8	$200,252	+4.4%	0.67%
AMD	Advanced Micro Devices Inc Technology	Added	313	+67	$181,824	+263.3%	0.61%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,216	+124	$178,314	+13.1%	0.59%
MA	Mastercard Inc Financial Services	Added	281	+71	$144,321	+37.5%	0.48%
AMAT	Applied Materials Inc /De Technology	Reduced	194	-3	$140,262	+108.3%	0.47%
EBAY	Ebay Inc Consumer Cyclical	Added	1,130	+130	$126,277	+38.7%	0.42%
LRCX	Lam Research Corp Technology	Added	288	+41	$124,799	+136.5%	0.42%
IAU	Ishares Gold Trust	Held	1,646	0	$124,289	−14.3%	0.41%
UNH	Unitedhealth Group Inc Healthcare	Reduced	277	-14	$115,129	+46.2%	0.38%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	217	+53	$103,632	+87.0%	0.34%
ASML	Asml Holding NV Technology	Added	49	+4	$97,482	+64.0%	0.32%
DIS	Walt Disney Co Communication Services	Reduced	929	-98	$89,416	−9.7%	0.30%
PANW	Palo Alto Networks Inc Technology	Added	260	+110	$88,665	+268.7%	0.30%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	163	0	$85,149	+12.8%	0.28%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	223	-27	$78,647	−4.3%	0.26%
CSCO	Cisco Systems, Inc. Technology	Reduced	667	-476	$78,345	−11.7%	0.26%
KO	Coca Cola Co Consumer Defensive	Added	958	+109	$77,856	+20.6%	0.26%
INTC	Intel Corp Technology	Reduced	545	-206	$76,098	+129.6%	0.25%
CNI	Canadian National Railway Co Industrials	Added	637	+10	$75,955	+17.9%	0.25%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	76	+20	$71,095	+27.4%	0.24%
AXP	American Express Co Financial Services	Reduced	208	-3	$70,356	+10.2%	0.23%
CVX	Chevron Corp Energy	Added	424	+33	$70,282	−13.1%	0.23%
KLAC	Kla Corp Technology	Added	226	+202	$68,186	+1830.0%	0.23%
PRU	Prudential Financial Inc Financial Services	Reduced	584	-52	$63,031	+1.5%	0.21%
BMY	Bristol Myers Squibb Co Healthcare	Added	1,069	+34	$61,595	−1.9%	0.21%
ORCL	Oracle Corp Technology	Added	414	+122	$60,671	+41.2%	0.20%
ABM	Abm Industries Inc /De/ Industrials	Added	1,333	+10	$58,971	+15.7%	0.20%
NFLX	Netflix Inc Communication Services	Added	812	+100	$57,976	−15.3%	0.19%